Invesco India Largecap Fund - Direct Plan - Growth
(Erstwhile Invesco India Business Leaders Fund - Direct Plan - Growth)
Fund House: Invesco Mutual Fund| Category: Equity: Large Cap |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: NIFTY 100 TRI |
| TER: 0.75% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 1000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,486.97 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 86% | Exit Load: Nil |
82.87
1.1 (1.3274%)
15.92%
Benchmark: 17.07%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 100 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
1 Years 10 Months
8 Years 1 Months
8 Years 8 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
To generate capital appreciation by investing predominantly in Largecap companies. There is no assurance that the investment objective of the Scheme will be achieved
Current Asset Allocation (%)
Indicators
| Standard Deviation | 14.62 |
| Sharpe Ratio | 0.93 |
| Alpha | 3.36 |
| Beta | 1.01 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Invesco India Largecap Fund - Direct Plan - Growth | 01-01-2013 | 7.83 | 22.43 | 23.96 | 22.97 | 14.57 |
| Motilal Oswal Large Cap Regular Plan Growth | 06-02-2024 | 18.16 | - | - | - | - |
| DSP Large Cap Fund - Regular Plan - Growth | 05-03-2003 | 10.45 | 22.77 | 24.13 | 20.96 | 11.93 |
| Canara Robeco Blue Chip Equity Fund - Regular Plan - Growth Option | 05-08-2010 | 8.22 | 19.1 | 20.61 | 20.44 | 13.84 |
| ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) - Growth | 05-05-2008 | 8.14 | 22.43 | 23.39 | 23.74 | 14.34 |
| WhiteOak Capital Large Cap Fund Regular Plan Growth | 01-12-2022 | 7.92 | 20.83 | - | - | - |
| Franklin India Bluechip Fund-Growth | 01-12-1993 | 7.17 | 18.16 | 18.65 | 20.15 | 11.23 |
| Mirae Asset Large Cap Fund - Growth Plan | 01-04-2008 | 6.95 | 15.79 | 17.58 | 19.46 | 13.33 |
| Aditya Birla Sun Life Frontline Equity Fund-Growth | 05-08-2002 | 6.77 | 19.05 | 21.03 | 21.88 | 12.59 |
| Invesco India Largecap Fund - Growth | 21-08-2009 | 6.39 | 20.76 | 22.22 | 21.26 | 12.85 |
Scheme Characteristics
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
8.47%
Others
1.66%
Large Cap
81.44%
Mid Cap
8.43%
